There are many non-tax reasons why highly regulated offshore centres remain attractive to high net worth individuals. Investing offshore can enhance returns by opening access to different geographical regions, market sectors, asset classes and currencies. Offshore trusts are ideal for estate planning purposes to ease the transfer of wealth to the next generation and offshore banks offer multi-currency transactional banking, saving and lending facilities.
Depending on geographic footprint, capability, risk appetite and client preference there are a number of relationship management models and strategies for you to choose from. Rebase can help you to design the right onshore – offshore strategy and operating model for your clients that will deliver maximum returns. This could be stand alone, joint venture, fully integrated or a combination of the above tailored specifically to the target market or segment.
